RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

Sort by business name or assets under management, or use the filters offered to tailor the entire RIA universe to your liking.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
201Chesley, Taft & Associates$1,131,631$1,589,085,013$171,732,368$1,760,817,381
202New England Private Wealth Advisors$801,150$1,287,605,421$463,709,521$1,751,314,942
203Cardiff Park Advisors$895,420$0$1,737,114,597$1,737,114,597
204Cambridge Associates Ltd. LLC$425,238,915$0$1,700,955,660$1,700,955,660
205Dyson Capital Advisors$45,968,514$236,609,000$1,464,226,000$1,700,835,000
206Radnor Financial Advisors, LLC$711,876$1,699,959,816$0$1,699,959,816
207Private Vista, LLC$1,416,722$1,562,145,645$135,087,747$1,697,233,392
208Foundation Resource Management, Inc.$3,798,710$1,595,285,583$95,140,311$1,690,425,894
209Windrose Advisors$32,472,798$310,960,901$1,377,624,578$1,688,585,479
210Carnegie Investment Counsel$485,559$1,680,204,154$7,598,787$1,687,802,941
211Courier Capital, LLC$1,263,070$1,336,598,346$348,337,216$1,684,935,562
212Yale Capital Corp.$15,680,809$1,677,846,566$0$1,677,846,566
213Waters, Parkerson & Co., LLC$1,004,661$1,537,165,242$133,586,539$1,670,751,781
214Interocean Capital, LLC$775,920$1,075,295,788$583,621,069$1,658,916,857
215IWP Wealth Management$44,741,082$71,408,011$1,584,012,027$1,655,420,038
216Leavell Investment Management, Inc.$1,184,380$1,498,756,308$151,084,827$1,649,841,135
217Circle Wealth Management$2,585,066$713,931,794$935,340,327$1,649,272,121
218Filament$3,788,731$1,003,604,766$640,704,299$1,644,309,065
219Chicago Partners Investment Group$934,754$1,265,518,364$365,627,854$1,631,146,218
220Envoi$1,654,391$1,629,575,000$0$1,629,575,000
221Northeast Investment Management Inc$1,225,211$1,583,429,638$46,100,786$1,629,530,424
222Argent Wealth Management$895,716$1,265,923,086$359,801,982$1,625,725,068
223North Star Asset Management Inc$865,604$1,597,651,696$27,087,260$1,624,738,956
224Barwick & Partners, Inc.$7,580,651$1,561,847,224$45,250,713$1,607,097,937
225Congress Wealth Management$2,693,519$1,600,910,921$4,426,280$1,605,337,201
226Private Ocean$530,664$1,576,344,142$15,648,889$1,591,993,031
227Salem Investment Counselors Inc$971,916$1,589,082,496$0$1,589,082,496
228The Golub Group$1,142,831$1,535,325,753$50,923,947$1,586,249,700
229Birch Hill Investment Advisors LLC$1,492,139$1,581,335,789$1,824,014$1,583,159,803
230Goelzer Investment Management$3,246,104$1,487,839,467$89,766,850$1,577,606,317
231Osborne Partners$1,165,271$1,280,230,791$295,215,976$1,575,446,767
232Obermeyer Wood Investment Counsel, LLP$803,432$1,567,496,495$0$1,567,496,495
233Arlington Partners$2,681,237$1,406,788,828$151,010,080$1,557,798,908
234Chicago Capital, LLC$1,497,713$1,556,123,332$5$1,556,123,337
235Mcf Advisors, LLC$923,812$1,003,656,238$545,577,156$1,549,233,394
236Portfolio Solutions LLC$845,194$1,542,479,230$0$1,542,479,230
237Check Capital Management Inc$703,537$1,452,427,615$72,136,097$1,524,563,712
238North American Management Corp$1,581,309$1,305,764,323$213,873,735$1,519,638,058
239Reynders, McVeigh Capital Management$1,092,640$1,330,089,028$178,847,113$1,508,936,141
240Wealthplan Advisors$3,074,904$228,170,143$1,263,158,214$1,491,328,357
241Covenant$1,247,345$1,441,868,825$46,214,243$1,488,083,068
242Rtd Financial Advisors Inc$2,542,075$1,453,500,080$33,613,637$1,487,113,717
243Donaldson Capital Management$510,324$1,408,742,580$75,279,481$1,484,022,061
244Farr Miller & Washington$1,313,855$1,457,719,382$25,623,221$1,483,342,603
245Paratus Financial, Inc.$567,158$185,704,159$1,292,309,541$1,478,013,700
246Cookson Peirce Wealth Management$1,639,799$1,469,260,000$0$1,469,260,000
247Financial Clarity, Inc.$47,063,613$0$1,458,972,000$1,458,972,000
248Polaris Greystone Financial Group$388,113$1,422,462,063$30,634,000$1,453,096,063
249Colorado Financial Management$1,936,295$1,446,920,744$3,363,927$1,450,284,671
250Rocky Mountain Advisers$6,865,906$1,448,209,654$496,468$1,448,706,122
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Showing 201 to 250 of 2,314 entries

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Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

Database last updated on June 11, 2018.

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